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Feb 7, 2020
02/20
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bob michele, priya misra, matthew hornbach back with us. policyiew of monetary for the fed and the ecb. what are you looking for? bob: inflation targeting. are they moving off the 2% target? that is phenomenally what i want to see. priya: i would agree. the fed has said they would not move their inflation target, but they are talking about range or how much will they let the economy run hot? what are the new tools? are they going to be effectively easier when the economy is hot? are they looking for details? they are not done with it at the middle the year. matt: number one, i'm curious to see what they would do with the dot plot. it's an important for guidance divide. the second thing a looking for is some inkling of a plan for what they will do when they get back to the zero lower bound. what will the next round of qe look like. will it be a yield curve control type program? are they giving up their balance each of the marketplace or something less aggressive? former on whether they will shift things away for the inflation targeting. is t
bob michele, priya misra, matthew hornbach back with us. policyiew of monetary for the fed and the ecb. what are you looking for? bob: inflation targeting. are they moving off the 2% target? that is phenomenally what i want to see. priya: i would agree. the fed has said they would not move their inflation target, but they are talking about range or how much will they let the economy run hot? what are the new tools? are they going to be effectively easier when the economy is hot? are they...
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Feb 8, 2020
02/20
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to bob michele, priya misra, matthew hornbach, thank you. from new york city to worldwide, that does it for us. we will see you next friday at 1:00 p.m. new york time. this was "bloomberg real yield." this is bloomberg tv. ♪ david: as a child, he grew up doing mathematics and was perplexed by anomalies that did not make sense to him, even the rules for scrabble and monopoly. so he changed the rules. he could not make mathematics work for him in the way he would have liked or in a way that would let him follow in the footsteps of his actuary father, so he turned to economics. richard thaler got his phd in economics and entered faculty until he discovered work with the men here and made his way to stanford to study with them. this led to new ways to use economics to describ
to bob michele, priya misra, matthew hornbach, thank you. from new york city to worldwide, that does it for us. we will see you next friday at 1:00 p.m. new york time. this was "bloomberg real yield." this is bloomberg tv. ♪ david: as a child, he grew up doing mathematics and was perplexed by anomalies that did not make sense to him, even the rules for scrabble and monopoly. so he changed the rules. he could not make mathematics work for him in the way he would have liked or in a...
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Feb 9, 2020
02/20
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BLOOMBERG
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to bob michele, priya misra, matthew hornbach, thank you. from new york city for our audience worldwide, that does it for us. we will see you next friday at 1:00 p.m. new york time. that is 6:00 p.m. in london. this was "bloomberg real yield." this is bloomberg tv. ♪ ♪ francine: rothschild is one of the most famous names in the world of finance, tracing back over 250 years. from the jewish quarter in frankfurt, the family expanded across europe, becoming bankers for royalty and government for generations. along history comes with preconceptions. so how do you modernize such a storied brand and its business? on this episode of "leaders with lacqua," i meet ariane de rothschild. ariane de rothschild, thank you so much for joining us here.
to bob michele, priya misra, matthew hornbach, thank you. from new york city for our audience worldwide, that does it for us. we will see you next friday at 1:00 p.m. new york time. that is 6:00 p.m. in london. this was "bloomberg real yield." this is bloomberg tv. ♪ ♪ francine: rothschild is one of the most famous names in the world of finance, tracing back over 250 years. from the jewish quarter in frankfurt, the family expanded across europe, becoming bankers for royalty and...
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Feb 9, 2020
02/20
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BLOOMBERG
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to bob michele, priya misra, matthew hornbach, thank you. from new york city for our audience worldwide, that does it for us. we will see you next friday at 1:00 p.m. new york time. that is 6:00 p.m. in london. this was "bloomberg real yield"" this is bloomberg tv. ? [ fast-paced drumming ] [ fast-paced drumming ] that's why xfinity mobile lets you design your own data. you can share 1, 3, or 10 gigs of data between lines, mix in lines of unlimited, and switch it up at any time. all with millions of secure wifi hotspots and the best lte everywhere else. it's a different kind of wireless network, designed to save you money. switch and save up to $400 a year on your wireless bill. and save even more when you say "bring my own phone" into your voice remote. that's simple, easy, awesome. click, call or visit a store today. scarlet: i'm scarlet fu. this is "etf iq." we focus on the access, risks, and rewards of exchange traded funds. ♪ scarlet: tesla on a tear. shares shift in the hyperspeed. we look at the etf's with the most exposure. don't l
to bob michele, priya misra, matthew hornbach, thank you. from new york city for our audience worldwide, that does it for us. we will see you next friday at 1:00 p.m. new york time. that is 6:00 p.m. in london. this was "bloomberg real yield"" this is bloomberg tv. ? [ fast-paced drumming ] [ fast-paced drumming ] that's why xfinity mobile lets you design your own data. you can share 1, 3, or 10 gigs of data between lines, mix in lines of unlimited, and switch it up at any time....
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Feb 22, 2020
02/20
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BLOOMBERG
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back with me, priya misra, vishwanath tirupattur, and tony rodriguez. let's talk about these china pmi's. the estimates as they stand in our bloomberg survey, 47.4 is the estimate for manufacturing. 50.0 is the estimate for nonmanufacturing. bear in mind, this economy has been shut down for weeks. it is an estimate and can move around, but what are you looking for out of china in those pmi's a week out? tony: my expectation is i would take the under. of course, hard to say how much do you really believe the data? it could certainly be a massage. it is hard to believe those numbers can stay even in the high 40's to 50 level given you mentioned you just had a complete shutdown for almost a month. i would expect to see weaker numbers than the current set of expectations. jonathan: the u.s. pmi was soft, the german pmi, really weird quirk. delivery times, as they linking, the number drops on the 50 subject index. then they invert it as a positive. on this occasion, delivery times have lengthened, not because demand or things have backed up, but supply chain
back with me, priya misra, vishwanath tirupattur, and tony rodriguez. let's talk about these china pmi's. the estimates as they stand in our bloomberg survey, 47.4 is the estimate for manufacturing. 50.0 is the estimate for nonmanufacturing. bear in mind, this economy has been shut down for weeks. it is an estimate and can move around, but what are you looking for out of china in those pmi's a week out? tony: my expectation is i would take the under. of course, hard to say how much do you...
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Feb 21, 2020
02/20
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priya misra, pe vishwanath tirupattur, and tony rodriguez are still with me. nota: the world economy was firing on all cylinders when we went into this. we were already week, supply chain for already constrained. european growth, we were flirting with recession. now we get this shock. is that enough to weaken things even further? i'm not calling for recession, but i struggle to see where certainty will come back. uncertainty remains high. we also have an election coming up in the u.s. the business, corporate sector that is dealing with declining profit margins, elevated uncertainty, i'm not sure lower interest rates help the corporate sector. you could certainly get some rebound. this v-shaped -- maybe it is u-shaped, maybe l. jonathan: let's talk about credit. credit spreads have that why did the whole lot until today. before that, doing ok at 3.50 on high-yield. why? vishwanath: one, the investment grade market, as my colleague would say, it is progressively product.a it is becoming more of a proxy to the vape market. that is under and by the global easing,
priya misra, pe vishwanath tirupattur, and tony rodriguez are still with me. nota: the world economy was firing on all cylinders when we went into this. we were already week, supply chain for already constrained. european growth, we were flirting with recession. now we get this shock. is that enough to weaken things even further? i'm not calling for recession, but i struggle to see where certainty will come back. uncertainty remains high. we also have an election coming up in the u.s. the...
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it is the guy staying, misra, the head of softbank vision fund. the guy has taken a lot of flak for wework. neil: this just isn't any fund. there is a lot of money behind it. >> 100 billion-dollar colossus that basically incubates every major tech company and made really bad bets this year including wework. we knew, we the rotted in the past there would be a shake-up in the fund. we thought misra is going but we is is not. he is staying. his number two is going. here is the interesting thing. this is where the rubber meets the road on this, misra is trying to raise money for the second vision fund. he is trying to get the biggest investor of the first vision fund which is the saudi sovereign wealth fund, pif, trying to get them in the second one. that is mbs's, his big pile of cash that they're using to basically modernize the company. the country. if he does not get that money, and from what we understand it is still up in the air whether he will get it or not, a lot of people say he will not, both parties tell us it is still an open question. if
it is the guy staying, misra, the head of softbank vision fund. the guy has taken a lot of flak for wework. neil: this just isn't any fund. there is a lot of money behind it. >> 100 billion-dollar colossus that basically incubates every major tech company and made really bad bets this year including wework. we knew, we the rotted in the past there would be a shake-up in the fund. we thought misra is going but we is is not. he is staying. his number two is going. here is the interesting...
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Feb 18, 2020
02/20
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BLOOMBERG
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eye 41
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sonali: they want to do a hedge by a formerun deutsche bank executive who worked with misra. he led the wirecard investment. there's really mixed reaction. on one hand, you have abu dhabi and because asked on government -- and the kazakhstan government pledging billions of dollars over time. no assurance this will work out. whatt is different from masayoshi son has traditionally done with his fund. alix: but interesting to see when they have all of the bad yo --like wework and all and oil. sonali: but again, it is a departure. alix: let's wrap up with legg mason and frankel templeton merging. walk us through why. sonali: asset managers around the world have been having a lot of trouble. mason has had pushing for changes come apart of that being consolidation. this is a nice premium and all cash. now the question, can they pull this all off? when we see mergers of this type, we often see a bit of attrition because there is uncertainty when it comes to integrating the two. alix: 2.5 trillion dollars in assets under management. is there any other player out there to compete with
sonali: they want to do a hedge by a formerun deutsche bank executive who worked with misra. he led the wirecard investment. there's really mixed reaction. on one hand, you have abu dhabi and because asked on government -- and the kazakhstan government pledging billions of dollars over time. no assurance this will work out. whatt is different from masayoshi son has traditionally done with his fund. alix: but interesting to see when they have all of the bad yo --like wework and all and oil....
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Feb 13, 2020
02/20
by
FBC
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eye 71
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number two, misra is clearly feeling the heat from the activist investor, elliott management, which is why he's basically suggesting that he may scale back the second fund. that's a big story. if that happens, you know, less of a unicorn market. neil: still plugged in. i see you on the phone, walking the lobby. one night i was listening in, you said extra pepperoni. charlie: actually, no. it's like dinner for three. my wife -- neil: i understand. i understand. we are howard johnson's or bust. charlie: i know you don't do that. i have gone to dinner with you. you do order your salmon rare. neil: is there such a thing? charlie: yes. neil: you are the guy for me. you go to these fancy restaurants and they all pay homage to you. i'm like -- charlie: what i find interesting, you keep talking about applebee's or whatever. you don't eat at these. you eat at good places. neil: are you kidding? charlie: you eat at good places. you are a fine dining -- neil: i don't gravitate to places with tassels on the menu. i really don't. he's always on the phone talking to people, as is my friend charles p
number two, misra is clearly feeling the heat from the activist investor, elliott management, which is why he's basically suggesting that he may scale back the second fund. that's a big story. if that happens, you know, less of a unicorn market. neil: still plugged in. i see you on the phone, walking the lobby. one night i was listening in, you said extra pepperoni. charlie: actually, no. it's like dinner for three. my wife -- neil: i understand. i understand. we are howard johnson's or bust....